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Strategic Family Wealth Counselors’s Eaton ETN Stock Holding History

Strategic Family Wealth Counselors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,467
Closed -$833K – 182
2025
Q4 		$833K Buy
+2,467
New +$874K 0.19% 90
2025
Q3 		– Sell
-585
Closed -$209K – 161
2025
Q2 		$209K Buy
+585
New +$180K 0.06% 138

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Family Wealth Counselors's ETN Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Eaton (ETN) in Q1 2026, closing a stake of 2,467 shares — an estimated $833K sold.

Strategic Family Wealth Counselors first reported a position in ETN in Q2 2025 and held it in 2 quarters. The position peaked at $833K in Q4 2025. 2,517 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,467 Eaton shares in Q1 2026, an estimated $833K.
  • Strategic Family Wealth Counselors first reported a position in Eaton in Q2 2025 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Eaton position peaked at $833K in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.